Want to see only the details that matter most to you?
The Display Settings feature lets you choose which columns (fields) show up in your Chart of Accounts list — like Account Type, Balance, or Description — so your workspace feels clear and personalized.
⚙️ How to Customize Your Display Fields
Step 1: On your Chart of Accounts page, click the ⚙️ Display Setting button at the top right.
This opens the Display Fields pop-up where you can pick which columns to show or hide.
Step 2: Select the Fields You Want to See
You’ll see a list of fields such as:
Account Name
Account Type
Number
Balance
Description
Last Transaction
Status
Here’s how it works:
✅ Checked box: The field will show in your list.
☐ Unchecked box: The field will be hidden.
💡 Tip: If you tick the All box at the top, every field will automatically be selected.
Want to customize? Just untick All and pick the fields you prefer.
Step 3: Save or Reset Your View
Click Save to apply your new display settings — your list will refresh instantly.
Not happy with your changes? Click Reset to Default to go back to the original setup.
✅ You’re all set!
Your Chart of Accounts now shows only the columns you care about.
You can update your Display Settings anytime to fit your workflow.